RoboSense has made it back onto two key rankings in Morgan Stanley’s latest humanoid robotics report, cementing its place among the most closely watched component suppliers in the space.
The report, “Humanoid Horizons: Money Meets Machines,” came out on May 7, 2026. It includes the “Humanoid 100” – a list of 100 companies that Morgan Stanley’s analysts see as holding decisive influence across humanoid robot technology, components, and applications. RoboSense appears on that list alongside names like Nvidia, Microsoft, and Alphabet. The firm also mapped China’s humanoid robot value chain, and RoboSense shows up there as well. Across both rankings, it is the only Chinese lidar company to make the cut.
Market Momentum
Behind the recognition are numbers that caught the market’s attention. In 2025, RoboSense shipped 303,000 robot lidar units. That’s a jump of 1,141.8% year over year, putting the company in first place globally for 3D lidar shipments in robotics. It now leads five robot sub-segments: robotic lawn mowers, autonomous delivery, humanoid robots, embodied AI, and commercial cleaning robots. Late in 2025, the company also reached its first quarterly profit, lifted largely by the robotics business.
Full-Stack Technology on Display
On the technology side, RoboSense has been piecing together a full-stack AI robotics system that spans perception hardware and algorithms. At CES 2026, the company showed what that looks like in practice. An instant delivery robot running its embodied AI solution navigated a complex nighttime environment, going through nearly 20 steps on its own – from unboxing to calling and riding an elevator – while handling perception, decision-making, and motion in one continuous workflow. The demo gave potential partners a look at an integrated system, not just a sensor pitch.
Morgan Stanley’s Industry Map
Morgan Stanley’s framework breaks the humanoid robotics industry into three layers: “Brain,” “Body,” and “Integrators.” RoboSense lands in the “Body” layer under sensors. Within that, it is listed in both the radar/lidar and vision/camera sensor categories, sitting next to suppliers like Intel, Aptiv, and Sony. On the China-focused value chain map, the company occupies the vision/lidar category under core components.
The Numbers Ahead
The report also lays out some big numbers for the long term. Morgan Stanley estimates that the global installed base of humanoid robots could hit one billion units by 2050, with annual revenue of 7.5 trillion dollars. China alone could account for roughly 302.3 million units, or about 30% of the total, representing a market worth over 1.15 trillion dollars. The analysts argue that China is running a playbook similar to what it used in new energy vehicles – policy and capital are pushing the supply chain to mature faster, with China’s share of global manufacturing projected to rise from 15% to 16.5% by 2030.
Since its launch on February 6, 2025, the “Humanoid 100” index has gained 45%, outperforming the S&P 500, MSCI Europe, and MSCI China indexes over the same stretch – a signal, in Morgan Stanley’s view, of the runway that investors see in humanoid robotics right now.
